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20121222
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Search Results 0 to 9 of about 10 (some duplicates have been removed)
it was in wake of the preannouncement. if you bought the stock the last time ceo was on in july, you have lost 19%. let's check in with vivek ranadive, founder and chairman of tibco software. let's find out about the quarter and company's prospects. welcome back to the show. >> jim, thank you for having me. it's always a pleasure to be on. >> all right. when things are great, we say how come they were so great, what happened? you were very candid on your call. what went wrong and how are you fixing it? >> well, jim, we failed to execute in north america in our core business. it was entirely our fault. no excuses. we have made a leadership change and that takes effect starting now. but there were parts of our business that were very strong. visual analytics were up. there's no question there is strong demand for our products. we failed to execute in certain areas. >> okay. there was one -- i know everyone knows the federal government is having a tough time. they seem to have spent less with you than they did previously. the federal government stiff you? what happened? >> it was bad execution. i ca
. peaked in july 2006, in part because they did a 5-1 split. even though they weren't supposed to do anything this encouraged people who had been in hansen a long time to take it off the table. and it picked up its fourth analyst, may 10, 2006 when goldman started covering the stock. two months to sell between goldman's initiation and the stock peak. prudence dictated we sell once the stock had four analysts. better to clear out early with inning than to wait for them to fade away. hansen and all other hot stocks started to cool off. and incredibly after hansen fell off the radar screen, and the active analyst coverage dwindled, the stock dwindled. an amazing ren nance, and when analysts stop following the company, but the company's earnings start speculating as the case with hansen in 2011, a storied lazarus like move can happen. especially when monster ended up vanquishing the competition, when everyone said would wipe out monster, but didn't materialize, after the dramatic fall from grace, they renamed the company monster. you must know when to sell and that comes when you see too
points, losing a quarter of its value in a matter of days, when in july of 2012 it reported a disappointing quarter that suggested the company might be more vulnerable to economic weakness than we previously thought. we thought it was a secular grower. suddenly there was the question did it have cyclical weakness? chipotle had been riding up for years, massive gains still, but after a growth name loses its mojo, got to be cautious because the pain can last for years as the stock goes through a painful process of george costanza-like multiple shrinkage. yeah, years, as momentum-seeking investors gradually play less and less for progressively slower earnings growth, and so they -- all the growth managers get shaken out and the multiple sinks to levels where the value-oriented investors become interested, think maybe there's a takeover. when you see multiple compression don't hang on for the full ride down. just sell. you can catch it later, believe me. bottom line, to build a portfolio that can work in every kind of market, you need a fast grower, preferably a secular growth s
Search Results 0 to 9 of about 10 (some duplicates have been removed)